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20 of 80 unique stocks in common · Jaccard: 25%
A weighted portfolio overlap of 47.15% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹47.15 is allocated to the exact same companies at the same relative proportions. The schemes share 20 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 5.70% in Stable Dividend 50 Total Return Index) and 7.83% in UTI Nifty 50 Index Fund. Holding both schemes increases your concentration in Reliance Industries rather than expanding your diversification.
If the overlap is above 30%, it is typically because both schemes benchmark to the same index (e.g. Nifty 50 or Nifty LargeMidcap 250) or overlap in their top large-cap picks. To improve your portfolio's diversification, consider allocating one of these tranches to a category with lower structural correlation (such as a mid-cap, small-cap, or international equity fund).
| Stock | in Stable | in UTI |
|---|---|---|
| Reliance IndustriesPetroleum Products | 5.70% | 7.83% |
| Bharti AirtelTelecom - Services | 5.76% | 5.00% |
| Larsen & ToubroConstruction | 5.49% | 4.30% |
| State Bank of IndiaBanks | 5.13% | 3.98% |
| Axis BankBanks | 4.28% | 3.39% |
| Kotak Mahindra BankBanks | 3.59% | 2.80% |
| Mahindra & MahindraAutomobiles | 3.47% | 2.66% |
| Bajaj FinanceFinance | 3.32% | 2.57% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 2.46% | 1.91% |
| Titan CompanyConsumer Durables | 2.44% | 1.91% |
| Maruti Suzuki IndiaAutomobiles | 2.03% | 1.60% |
| Hindustan UnileverDiversified FMCG | 2.08% | 1.58% |
| NTPCPower | 1.82% | 1.41% |
| Shriram FinanceFinance | 2.22% | 1.41% |
| Tata SteelFerrous Metals | 1.77% | 1.38% |
| Bharat ElectronicsAerospace & Defense | 1.73% | 1.35% |
| Ultratech CementCement & Cement Products | 1.58% | 1.23% |
| Asian PaintsConsumer Durables | 1.35% | 1.09% |
| Bajaj FinservFinance | 1.32% | 1.06% |
| Oil & Natural Gas CorporationOil | 1.06% | 0.82% |
Weighted overlap = Σ min(weight in fund A, weight in fund B) across shared stocks, from each fund's latest public monthly portfolio (as on Aug 2026). Equity holdings only, ISIN-verified. Not investment advice.